Re-Order Information Inquiry

Inventory Control Menu -> Detailed Inventory Inquiry -> Re-Order Multiple- icon -> Re-Order Information Inquiry

Purchase Order Menu -> Purchase Order detail -> Order Qty field window -> Product Information submenu -> Re-Order Information window -> Re-Order Information Inquiry

This inquiry window displays the re-order and make/model information differently depending on whether the product is Rental Inventory or Sales Inventory. This is a view only inquiry.
For more complete details on each of the fields in this screen and their use and configuration, refer to Make/Model and Re-Order Information (Rental Assets) and to Inventory Re-Order Information (Sales Products).

Note: This window can be triggered from Purchase Order entry on the Order Qty field, when the operator has view only permission as controlled by the operator's Security Role Permissions as set in the Miscellaneous window.
When the operator has role permission to Update Reorder Information on P.O. for Sales and Rental products, then the Make/Model and Re-Order Information (Rental Assets) and Inventory Re-Order Information (Sales Products) screens are triggered instead.

The Re-Order information includes:

PRODUCT #

The product number and primary description display.

RENTAL EQUIPMENT

- MAKE/MODEL INFORMATION

MODEL NUMBER

The model of this item is displayed.
Refer to Make/Model and Re-Order Information (Rental Assets) for optional and mandatory controls that can be applied to this field for bulk versus non-bulk rental products.

MAKE

The make of this item is displayed.
Refer to Make/Model and Re-Order Information (Rental Assets) for optional and mandatory controls that can be applied to this field for bulk versus non-bulk rental products.

ENGINE MAKE

The make of engine is displayed.
If the item is bulk, the following serial, VIN, and license number fields do not apply.

ENGINE SERIAL #

The engine's serial number is displayed for non-bulk items.
This number prints on Inventory Report with License#/Serial# and Product #/Serial # Cross Ref List, when there is no Asset Tag serial number recorded for the non-bulk rental inventory.

VIN #

This field only applies to non-bulk rental equipment and can be used to record the Vehicle Identification Number.

LICENSE PLATE #1

The License Plate number is displayed for non-bulk items.
Refer to Make/Model and Re-Order Information (Rental Assets) for the list of programs where the license plate is used.

LICENSE EXP DATE #1

The associated expiry date for this license plate is displayed for non-bulk items.
An expiry report can be printed from License Plate Expiry Report.

LICENSE PLATE #2

A second license plate number is displayed for non-bulk items.

LICENSE EXP DATE #2

The expiry date of the second plate number is displayed.

DATE IN SERVICE

This date applies only to non-bulk items and reflects the date when this item went into service in your fleet.
This can be different than the DATE ACQUIRED on the Fixed Asset Tag.

MISSING DATE

If the item is missing, the date when this item went missing is tracked for non-bulk products.
The Status on the Fixed Asset Tag should be changed to M - Missing.

MISSING NOTE

A comment about this missing item can be recorded.

MANUFACTURE DATE

This date can be used to track the date that this product was manufactured for bulk or non-bulk.
Refer to Make/Model and Re-Order Information (Rental Assets) for optional and mandatory controls that can be applied to this field for bulk versus non-bulk rental products, and for information on reports that reflect this date.

REFURBISH

This flag can be used to identify rebuilt equipment.

REFURBISH DATE

This is the date that the equipment was refurbished.
This date is mandatory for non-bulk rental equipment when the Rouse feature is active in the in the Software Integration.

CYLINDER CONTAINS

This field only applies if the cylinder tracking feature has been activated in the Company Rate Parameters by assigning a Cylinder Contract Cycle Billing Day Code.
If this rental product is to be used as a container such as a cylinder or bottle for a consumable sales product, the specific consumable sales product that it will contain, is displayed.
Refer to Make/Model and Re-Order Information (Rental Assets) for further details on setting up and use of cylinders.

CYLINDER CAPACITY

This is the capacity or volume of this cylinder or bottle.
This measurement is used to calculate the price to charge on the invoice for the consumable sales product as several containers can be linked to the same sales product.

FUEL TYPE

Fuel Types are used by Texada Web/Mobile to capture Fuel used on the Delivery/Pickups that is then billed to the associated Service or Sales Part, as outlined in the Product Fuel Types window.
Fuel types can also be used find a product in the Inventory Search window using a 'Fuel Type' filter.

- RE-ORDER INFORMATION

MININIMUM QUANTITY

This value represents the minimum inventory count allowed for this bulk product before the product should be re-ordered.
If inventory ordering is controlled by location, this becomes the default minimum quantity for the locations in the window.

MAXIMUM QUANTITY

This is the recommended inventory quantity for this bulk product that will be used to calculate the quantity to order when re-ordering.
If inventory ordering is controlled by location, this becomes the default maximum quantity for the locations.

RE-ORDER MULTIPLE

This applies only to bulk items and is the standard volume quantity for re-ordering this product.
It is sometimes necessary to exceed the Maximum Inventory quantity on the Re-Order report, to allow for the Re-Order Multiple.
If inventory ordering is controlled by location, this becomes the default Re-Order Multiple for the locations.

RE-ORDER BY LOCATION

This flag applies only to bulk items, and is used to identify whether orders for this product are by the company wide Min/Max, or are done by individual locations using location Min/Max counts.
When the product is ordered by location, click on the icon to view the location order requirements in the Re-Order Information by Location window.

RE-ORDER PRICE

This is the price charged by the primary supplier for new purchases of this item and defaults as the Order Cost on the Purchase Order.
Refer to Make/Model and Re-Order Information (Rental Assets) for alternate pricing options, and updating the Re-Order Cost with Reason code and audit tracking.

RE-ORDER L.C.F.

This factor is used to calculate the Landed Re-Order Cost of the product in the local currency.

FREIGHT

This is an optional Freight value for information purposes only.

ORDER CONVERSION

This value is used to convert the quantity ordered to the quantity entered into inventory when the vendor's invoice is entered in A/P Invoices with Inventory.
e.g. Glasses are ordered by the box of 100, but rented individually, so the order conversion is 100 for 100 glasses in the (1) box.

ORDER UNIT OF MEASURE

This field describes how the product is ordered, such as a BOX, CS (case), PKG (package), DOZ (dozen) or EA (each).

ORDER CODES

Window to view the Order Codes as outlined in View Order Codes with order information notes, that apply to this product when it is being ordered on a P.O.
The Groups Order Codes apply only if there are no product specific Order Codes.

SPECIAL ORDER

This flag controls whether this product is ordered specially and therefore should be excluded from the standard Inventory Re-Ordering process.

STOP P.O.s

This field can be used to flag products such as discontinued items, that should no longer be ordered on Purchase Orders.
Refer to Make/Model and Re-Order Information (Rental Assets) for programs that respect this flag.

NO SALE

This field can be used to flag bulk or non-bulk rental products that should never be sold.
A warning is triggered on an attempted sale on an Invoice and the sale is prevented.

- MEASUREMENTS

LENGTH

The product length measurement for information purposes only is displayed.

WIDTH

The product width measurement for information purposes only is displayed.

HEIGHT

Enter the product height measurement for information purposes only.

WEIGHT

This is the optional product weight per unit, that defaults from the Weight defined in the product Group when the product is initially created, and can be displayed in document and P.O. entry.
Refer to Make/Model and Re-Order Information (Rental Assets) for further details on how the Weight value can be used.

SALES PARTS

- RE-ORDER INFORMATION

MIN INVENTORY QTY

This value represents the minimum inventory count allowed for this sales product before the item should be re-ordered.
If inventory ordering is controlled by location, this becomes the default minimum quantity for the locations in the window.

MAXIMUM QUANTITY

This is the recommended inventory quantity for this sales product that will be used when re-ordering to order a quantity up to this maximum level.
If inventory ordering is controlled by location, this becomes the default maximum quantity for the locations.

RE-ORDER MULTIPLE

This the standard volume quantity for re-ordering this product.
It is sometimes necessary to exceed the Maximum Inventory quantity on the Re-Order report, to allow for the Re-Order Multiple.
If inventory ordering is controlled by location, this becomes the default Re-Order Multiple for the locations.

RE-ORDER BY LOCATION

This flag is used to identify whether orders for this sales product are by the company wide Min/Max, or are done by individual locations using location Min/Max counts.
When the product is ordered by location, click on the icon to view the location order requirements in the Re-Order Information by Location window.

ORDER UNIT OF MEASURE

This field describes how the product is ordered, such as a BOX, CS (case), PKG (package), DOZ (dozen) or EA (each).

ORDER CONVERSION

This is used to convert the quantity ordered to the quantity entered into inventory during A/P Invoices With Inventory.
e.g. Nails ordered by the case, are sold by the box with 10 boxes in the case, so the order conversion is 10 for 10 boxes in each case.

WEIGHT

This is the optional product weight per unit, that defaults from the Weight defined in the product Group when the product is initially created, and can be displayed in document and P.O. entry.
Refer to Inventory Re-Order Information (Sales Products) for further details on how the Weight value can be used.

ORDER CODES

Window to view the Order Codes as outlined in View Order Codes with order information notes, that apply to this product when it is being ordered on a P.O.
The Groups Order Codes apply only if there are no product specific Order Codes.

MODEL NUMBER

The model of this item can be recorded.
Refer to Inventory Re-Order Information (Sales Products) for information on how this value is used in the search action, master list filters, and reporting.

MAKE

The make of this item can be recorded.
Refer to Inventory Re-Order Information (Sales Products) for information on how this value is used in the search action, master list filters, and reporting.

CONTAINED IN CYLINDER

Sometime a container is required for the sale of a product such as gas or propane.
A window is provided to view the containers or cylinders that pertain to this sales product as outlined in Contained In Cylinder.

FUEL TYPE

Fuel Types are used by Texada Web/Mobileto capture Fuel used on the Delivery/Pickups that is then billed to the associated Service or Sales Part, as outlined in the Product Fuel Types window.
Fuel types can also be used find a product in the Inventory Search window using a 'Fuel Type' filter.

ALLOW DISCOUNTS

This flag controls if Special Pricing and discounts are allowed for this product.

CYCLE BILL

This flag controls if this specific sales item should or should not be invoiced on interim billing runs or reflected in the Unbilled Revenue Report as some items such as fuel are not invoiced until the contract is returned.

MANUFACTURE DATE

An optional date to track when this product was manufactured can be recorded.
Refer to Inventory Re-Order Information (Sales Products) for information on where this date is reflected.

SECONDARY PRODUCT NUMBER

If this is a Primary product that is linked to a Secondary product, the Secondary product number displays.
Refer to Inventory Re-Order Information (Sales Products) for information on the use and configuration of Primary and Secondary products.

SECONDARY PRODUCT QUANTITY

This is the quantity of the Secondary product in the package that could be sold singly.

PRIMARY PRODUCT NUMBER

Alternatively this field only appears on a product that has already been identified as the Secondary sales part in the Inventory Re-Order Information (Sales Products) window of the Primary sales product.

SALE UNIT OF MEASURE

This field describes how the product is sold, such as a BOX, PR (pair), PKG (package), DOZ (dozen) or EA (each).

SALE CONVERSION

This value is used to convert the selling price to the quantity sold for each unit.
e.g. The price of glasses could be listed as $24.00 per dozen and if only one glass is sold, the price is converted to $2.00 each.
Refer to Inventory Re-Order Information (Sales Products) for information on using the Order and Sales Conversions.

RE-ORDER PRICE

This is the price charged by the primary supplier for new purchases of this item and defaults as the Order Cost on the Purchase Order.
Refer to Inventory Re-Order Information (Sales Products) for alternate pricing options, and updating the Re-Order Cost with Reason code and audit tracking.

RE-ORDER L.C.F.

This factor is used to calculate the Landed Re-Order Cost of the product in the local currency.

LANDED RE-ORDER PRICE

This is the resulting product cost in the local currency where:
Re-order Price * Re-order LCF = Landed Re-order Price

SPECIAL ORDER

This flag controls whether this product is ordered specially and therefore should be excluded from the standard Inventory Re-Ordering process.

NON-RETURNABLE AFTER

The date after which this product is not returnable is displayed.

STOP P.O.s

This field can be used to flag products such as discontinued items, that should no longer be ordered on Purchase Orders.
Refer to Inventory Re-Order Information (Sales Products) for programs that respect this flag.

Finished?

Click OK to exit.